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Disclosery

Allworth Financial LP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SCHW, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 51,751 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,751 shares
    Change vs previous 13F +727 shares

    0.02% of the 13F portfolio, value $4,775,098.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 51,024 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $4,795,275.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,741 shares
    Change vs previous 13F -1,011 shares

    0.02% of the 13F portfolio, value $5,069,570.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,752 shares
    Change vs previous 13F +9,361 shares

    0.02% of the 13F portfolio, value $4,940,789.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,391 shares
    Change vs previous 13F +9,260 shares

    0.02% of the 13F portfolio, value $3,867,754.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,131 shares
    Change vs previous 13F +1,264 shares

    0.01% of the 13F portfolio, value $2,629,944.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,867 shares
    Change vs previous 13F +6,521 shares

    0.01% of the 13F portfolio, value $2,568,517.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,346 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,642,664.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).